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United Financial Planning Group’s Natera NTRA Stock Holding History

United Financial Planning Group’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1
Closed -$229 – 564
2025
Q4 		$229 Buy
+1
New +$209 ﹤0.01% 456

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Financial Planning Group's NTRA Position: Q1 2026 in Review

United Financial Planning Group sold out of Natera (NTRA) in Q1 2026, closing a stake of 1 share — an estimated $229 sold.

United Financial Planning Group first reported a position in NTRA in Q4 2025 and held it in 1 quarter. The position peaked at $229 in Q4 2025. 767 funds tracked by Wall St. Rank hold NTRA as of Q1 2026.

  • United Financial Planning Group reported no remaining Natera position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1 Natera share in Q1 2026, an estimated $229.
  • United Financial Planning Group first reported a position in Natera in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Natera position peaked at $229 in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Natera as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.